Groups and tags are two of the methods Omnilert uses to target subsets of subscribers when sending alerts. When first configuring your Omnilert account, you may ask yourself: "What should be a Group and what should be a tag?"
This article will attempt to help guide you in setting up groups and tags in such a way that you can easily and quickly target the right recipients for your Omnilert alerts.
Let's start by briefly reviewing each and their differences:
Groups: In Omnilert, a group is a subset of subscribers that you may select when sending a message.
Groups can be "public" or "private". Public groups are visible to subscribers in the Subscriber Portal.
Private groups are hidden from Subscribers and must be assigned to each subscriber by an admin (or via an upload).
A subscriber can be a member of multiple groups.
When sending a message, you can select one or more groups. The message will go to subscribers that have ANY of the selected groups.
Tags: In Omnilert, tags are labels added to subscribers by admins. A subscriber can have multiple tags associated with them.
When sending a message, you can select one or more tags. The message will go to only the selected subscribers that have ALL of the selected tags.
What is the difference between tags and Groups?
When sending a message, groups are "inclusive", meaning selecting more groups sends to MORE subscribers. (Think of the "or" operator from logic.)
Tags, on the other hand, are "exclusive", meaning selecting more tags sends to FEWER subscribers. (Think of the "and" operator from logic.)
You'll use groups to pick out a big group of subscribers (e.g. Faculty/Staff), then tags to filter them down to a much smaller list (just those that are on both the East Campus and North Campus).
What makes for a good "group"?
Typically, a good grouping is anything you might combine with another group when sending a message.
In this case, I'm grouping my school by the subscriber's role: Students, Faculty, Staff, and Community members.
This way, I can easily target multiple groups to reach large numbers of people quickly. Think of the word "or" when it comes to groups. "I want to target anyone who is Faculty or Staff..."
What makes for a good "tag"?
Tags are used to filter the selection down to just specific folks.
In this case, my fictional school has four distinct campuses: North, South, East, and West. I will usually want to target just one campus at a time, so I'd use tags for my campuses.
Can you flip them?
Sure. I could just have as easily set up my Omnilert using groups for each campus and tags for the role!
In the above example, I've set up each campus as a groups and the role at the school as tags.
So, now I can send to multiple campuses and filter down to just folks that have the specified tags roles. Of course, with tags selected, the recipients must have ALL of the selected tags.
In the end, it's important to consider how you will want to target messaging when setting up groups and tags. With a little careful consideration, your Omnilert system can be used to quickly and easily target the exact audience for any message.